This topic provides the systematic instructions for corporate administrators to create limits as needed.

1. Navigate to the Limits Definition screen.
2. Click Create.
   The Limits Definition - Create screen with Transaction tab appears.

   Figure 5-4 Limits Definition - Transaction - Create

   
   

   
   Description of "Figure 5-4 Limits Definition - Transaction - Create"

   
   

   Note:

   The fields which are marked as Required are mandatory.

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 5-2 Limits Definition - Transaction - Create- Field Description

   Field Name	Description
   Limit Type	The limit type for selection are: Transaction – It is the initiation limit with minimum and maximum amount Cumulative – It is a duration based limit with maximum amount and number of transactions for a day / month
   Limit Code	Name/unique identifier of the limit.
   Limit Description	Description of the limit.
   Currency	The currency to be set for the limit.
   Minimum Amount	The minimum amount for a transaction in local currency.
   Maximum Amount	The maximum amount for a transaction in local currency.

3. In the Transaction tab screen, enter the code in the Limit Code field.
4. In the Limit Description field, enter the description of the limit.
5. From the Currency field, select the appropriate currency for the limits.
6. In the Minimum Amount and Minimum Amount field, enter the minimum and maximum amount for a transaction in local currency.
7. Perform one of the following actions:
   • Click Save to save the maintenance.

     The Review screen appears.

   • Click Cancel to cancel the transaction.
   • Click Back to navigate to previous screen.
8. Perform one of the following actions from the Review screen:
   • Verify the details, and click Confirm.

     The success message of transaction submission appears.

     Figure 5-5 Limits Definition - Cumulative - Create

     
     

     
     Description of "Figure 5-5 Limits Definition - Cumulative - Create "

     
     

     Note:

     The fields which are marked as Required are mandatory.

     For more information on fields, refer to the field description table.

     Table 5-3 Limits Definition - Cumulative - Create - Field Description

     Field Name	Description
     Limit Type	Limit type for selection are: Transaction – It is the initiation limit with minimum and maximum amount Cumulative – It is a duration based limit with maximum amount and number of transactions for a day / month
     Limit Code	Name/unique identifier of the limit.
     Limit Description	Description of the limit.
     Frequency	The specific duration for which the limits can be utilized and available. The options are: Daily Monthly
     Currency	The currency to be set for the limit.
     Cumulative Transaction Amount	The collective amount in local currency for transactions that can be performed in a day.
     Maximum Transactions	The maximum number of transactions that can be performed per day.

   • Click Cancel to cancel the transaction.
   • Click Back to navigate to previous screen.
9. Click OK to complete the transaction.

To create a cumulative limit:

10. In the Cumulative tab screen,
    Enter the relevant information in Limit Code and Limit Description field.
11. From the Frequency field, select the appropriate duration for the limits.
12. From the Currency field, select the appropriate currency for the limits.
13. In the Cumulative Transaction Amount field, enter the collective amount of transaction in local currency.
14. In the Maximum Transactions field, enter the value for maximum number of transactions.
15. Perform one of the following actions:
    • Click Save to save the created limit.

      The Review screen appears.

    • Click Cancel to cancel the transaction.
    • Click Back to navigate to previous screen.
16. Perform one of the following actions:
    • Verify the details, and click Confirm.

      The success message of transaction submission appears.

    • Click Cancel to cancel the transaction.
    • Click Back to navigate to previous screen.
17. Click OK to complete the transaction.